Optima Capital’s W.P. Carey WPC Stock Holding History

Optima Capital’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-16	Closed	-$1.04K	–	1314
2025 Q4	$1.04K	Buy	+16	New	+$1.06K	﹤0.01%	941

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Optima Capital's WPC Position: Q1 2026 in Review

Optima Capital sold out of W.P. Carey (WPC) in Q1 2026, closing a stake of 16 shares — an estimated $1.04K sold.

Optima Capital first reported a position in WPC in Q4 2025 and held it in 1 quarter. The position peaked at $1.04K in Q4 2025. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Optima Capital reported no remaining W.P. Carey position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 16 W.P. Carey shares in Q1 2026, an estimated $1.04K.
Optima Capital first reported a position in W.P. Carey in Q4 2025 and held it in 1 quarter.
Optima Capital's W.P. Carey position peaked at $1.04K in Q4 2025.
868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.